Category | Insurance How To

FOS Top 10 Tips for Getting Advice Right

When providing personal financial advice to retail clients, there are a few things to keep in mind to ensure you can avoid disputes. It might sound like common sense, however, best practice is to always act in the interests of clients, prioritise the client’s interests and provide appropriate advice. This case study provides the Financial […]

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Insurance How To – Trauma Insurance

This Insurance How To goes back to basics and explains the purpose of trauma cover and how to calculate an appropriate sum insured for your clients… At a glance Provided by: BT Financial Group Topics covered: trauma cover, calculating sum insured In detail Trauma insurance generates a range of views in the financial advice community. […]

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Case Study – The Value of Pre-assessments

This case study focuses on the underwriting process, and the value of utilising pre-assessments. It is designed to help advisers improve their process, their engagement with clients and to reduce completion times. At a glance Source: Melissa Crawford, Owner and Insurance Strategist, 19Thirty Client: White collar professional with history of drug use Topics covered: underwriting, […]

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Insurance How To – Positioning Client Reviews

This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also covers how to position annual reviews, and lists the kinds of triggers that can prompt an insurance review. At a glance Provided by: Sue Laing Business: The Risk Store Topics covered: annual […]

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Insurance How To – Positioning Your Business in the Digital Age

In this Insurance How To, Synchron’s Michael Harrison, has produced an excellent summary for advisers seeking to position themselves and their practice in the new age of digital communications. He shares with advisers the do’s and don’ts in communicating with their clients in today’s world… At a glance Provided by: Michael Harrison Business: Strategies Plus […]

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Insurance How To – Submitting a Group Insurance Claim

In this Insurance How To, Donna Selby, from specialist insurance administration firm, Australian Group Insurance, shares with advisers her firm’s experience in how to best manage a client through a group insurance claim process, for an optimal outcome for both the claimant and the adviser… At a glance Provided by: Donna Selby Company: Australian Group […]

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Insurance How To – Insurance Applications and Client Birthdays

In this Insurance How To, DKN Financial Group’s resident risk expert, Peter Stathis, outlines a new business case study that highlights the issues that may occur when a client celebrates a birthday during the underwriting process. It highlights the importance of considering all issues that may arise during an application process and how to manage […]

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